Financial and Tax Reporting

Stay in compliance with the government, your bank, and your stakeholders.

Outside parties often require information to be supplied on a periodic basis and in prescribed formats.  Government agencies require ongoing tax reporting and payment. Financial institutions often require an outside accounting firm to report on the financial statements. Your business may be looking to either raise more capital, merge or acquire another business, or even to sell your existing business – all of which are better supported with financial statements issued from an outside accounting firm. In all of these situations, failure to comply or complying with inaccurate information can be costly. Wipfli can help. We have a deep understanding of Generally Accepted Accounting Principles (GAAP) and federal and state tax laws. We have the technical expertise and the experience to handle all of your compliance needs efficiently and effectively. 
We offer the following compliance services and more:
  • Compiled or reviewed financial statements
  • Financial statement and general ledger clean-up and reconstruction
  • Corporate and partnership income tax returns
  • Individual income tax returns
  • Multi-state tax reporting
  • Non-profit tax returns
  • Personal property returns (including manufacturing personal and real property returns)
  • Sales & use tax returns
  • Other tax returns as appropriate (gift, estate, private foundation, unrelated business income)
  • Information reporting returns (Forms 1099, 1096)
Featured Expertise

Lonny Charles, CPA

Having spent his entire career focused on small and mid-sized businesses, Lonny provides accounting, tax, and business consulting advice to businesses and their owners.

Featured Success Story

Robert Snyder, DDS

Consistently paying bills on time was like pulling teeth for one Green Bay dentist’s office. Wipfli’s small business consulting services straightened out processes and payables and put the practice on the path to better cash management and peace of mind.

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